Account Executive

The Account Executive is the integral link in the business relationship.

They are responsible for managing the client relationship, growing, and retaining the book of business.

• Provide superior service to our clients by promptly responding to their inquiries and addressing their individual needs to the products and services our agency provides.
• Make policy placement decisions based on needs of the customer, our agency, and the carriers we represent.
• Underwrite risk situations to ensure they meet our agency’s standards and those of the companies we represent.
• Actively develop account sales for assigned clients by soliciting single policy customers for additional policy sales in manner consistent with our agency marketing plans and/or renewal review process.
• Proactively review individual client files prior to or at renewal, to assess coverages and recommend changes when necessary.
• Responsible for professional growth seeking designations CISR.
• Communicating with clients to ensure their needs are understood and addressed.
• Client facing meetings in office, phone or Teams to manage the relationship.

• Licensed to sell Property/ Casualty products
• Experience in selling and/or servicing Personal Lines insurance

• Strong communication, negotiation, and relationship-building skills.
• Deep knowledge of insurance products, regulations, and the insurance industry.
• Capability to clearly articulate intricate insurance products, utilizing analytical skills when assembling an insurance portfolio.
• Demonstrates excellent time management and meticulous attention to detail.
• Skilled in using insurance agency management systems and CRM software.